Succession Planning and Onboarding Leaders

At 3Fold Collective, we bring a unique, integrated approach to succession planning by leveraging the three pillars of our business: Organizational Research, Strategy Consulting, and Hands-On Execution. This holistic perspective ensures that boards identify the right leaders but also support them in building influence and driving sustainable impact over time.

Organizational Research

Organizational Research lays the foundation by identifying the traits and characteristics that lead to influence within your organization. For instance, in some organizations, trust may hold more weight than credibility. By uncovering these dynamics, we provide critical insights that shape the succession process.

Strategy Consulting

Building on these insights, our Strategy Consulting pillar helps the board develop tailored search criteria and an interview strategy. This ensures candidates are assessed not only on their leadership credentials but also on their ability to build influence effectively. For example, understanding that trust is paramount, the board could emphasize how the new leader should focus on fostering trusting relationships during their first months, complementing their efforts to establish credibility through early wins.

Hands-On Execution

Through Hands-On Execution, we support the leader’s integration into the organization. We monitor their initial impact, using data to quantitatively measure their ability to build influence and enact change. For example, if a disconnected business unit is identified, we can provide insights on how the leader’s outreach efforts evolve over time and how those relationships contribute to organizational outcomes.

By seamlessly integrating research, strategy, and execution, 3Fold Collective provides boards with the tools to adapt and refine their leadership strategies in real time. This approach not only ensures the right leaders are identified and supported but also minimizes the risks of costly transitions, productivity losses, and employee stress.